Latest Institutional Purchases of Pimco Dynamic Income Fund (PDI)
This list provides information on the latest institutional transactions involving Pimco Dynamic Income Fund (PDI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
18.6KNew |
$351K - $373K
|
18.6K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.5KNew |
$349K - $372K
|
18.5K
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
18.5K+ 21.36% |
$349K - $371K
|
105K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
18.4KNew |
$346K - $368K
|
18.4K
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.5K+ 20.93% |
$330K - $351K
|
101K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.5K+ 5.09% |
$329K - $350K
|
360K
$6.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.7K+ 4.17% |
$314K - $334K
|
416K
$7.51M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16K+ 10.83% |
$302K - $322K
|
164K
$2.96M
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
15.6K+ 15.03% |
$293K - $312K
|
119K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
15.2K+ 12.91% |
$286K - $304K
|
133K
$2.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.5KNew |
$273K - $290K
|
14.5K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.7K+ 106.55% |
$258K - $274K
|
26.5K
$478K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.6KNew |
$257K - $274K
|
13.6K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.4KNew |
$252K - $268K
|
13.4K
$241K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.2K+ 25.17% |
$229K - $244K
|
60.5K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.1K+ 36.85% |
$229K - $244K
|
45.1K
$814K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.9KNew |
$223K - $238K
|
11.9K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$223K - $238K
|
11.8K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7K+ 14.55% |
$221K - $235K
|
92.4K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.7K+ 102.22% |
$221K - $235K
|
23.1K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
11.4KNew |
$215K - $229K
|
11.4K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
11K+ 8.65% |
$207K - $221K
|
138K
$2.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10.8KNew |
$204K - $218K
|
10.8K
$196K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.8KNew |
$204K - $217K
|
10.8K
$195K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.5K+ 12.26% |
$198K - $211K
|
96.1K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.4K+ 54.77% |
$195K - $208K
|
29.3K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
10.2KNew |
$193K - $205K
|
10.2K
$185K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
7.24KNew |
$136K - $145K
|
7.24K
$131K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
6.88K+ 3.7% |
$130K - $138K
|
193K
$3.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.74K+ 17.71% |
$127K - $135K
|
44.8K
$808K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.23K+ 3.65% |
$117K - $125K
|
177K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
6K+ 16.35% |
$113K - $120K
|
42.7K
$771K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.69KNew |
$107K - $114K
|
5.69K
$103K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.44K+ 20.0% |
$103K - $109K
|
32.6K
$589K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.05K+ 2.75% |
$95.2K - $101K
|
189K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.03K+ 10.95% |
$94.7K - $101K
|
50.9K
$919K
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
4.94K+ 5.87% |
$93.2K - $99.2K
|
89.2K
$1.61M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.82K+ 194.67% |
$90.9K - $96.8K
|
7.3K
$132K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.82K+ 16.62% |
$90.8K - $96.7K
|
33.8K
$610K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.79K+ 19.58% |
$90.3K - $96.1K
|
29.3K
$528K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.63KNew |
$87.2K - $92.9K
|
4.63K
$83.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.54K+ 6.58% |
$85.6K - $91.2K
|
73.5K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.49K+ 5.19% |
$84.6K - $90.1K
|
91.1K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
4.45K+ 7.01% |
$83.9K - $89.4K
|
67.9K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.44K+ 41.73% |
$83.8K - $89.2K
|
15.1K
$272K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.11K+ 25.81% |
$77.4K - $82.4K
|
20K
$361K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.83K+ 1.2% |
$72.2K - $76.9K
|
323K
$5.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.68K+ 6.62% |
$69.3K - $73.8K
|
59.2K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.6K+ 30.9% |
$67.9K - $72.3K
|
15.3K
$275K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.5K+ 15.46% |
$66K - $70.2K
|
26.1K
$472K
|
|